Important Dates – 2nd Quarter 2023
06/23/2023: Amendment requests received will be reviewed in a case-by-case scenario and added to our project list. Please see Amendments widget in Team Support for assigned due dates. Please see your manager regarding any urgent requests. Amendment processing will resume 07/31/2023.
06/21/2023: Tax will begin reconciling clients. Please note: if you need to process a payroll correction, please complete the correction the same day. If you are not able to do it on the same day, please make sure you have added the payroll to the client.
06/28/2023: No additional payroll processing fee applies to payrolls processed with a 2nd quarter check date.
06/29/2023: Next Day payroll processing fee applies to all payrolls processed with a 2nd quarter check date.
06/30/2023: This is the last date a tax jurisdiction not enrolled in the tax service can be added for filing of 2nd quarter returns. Or the clients last check date of the quarter; whichever comes first. This means if a client provides missing tax jurisdiction information after the cutoff, we will attempt to file the return(s) on time, however, it is not a guarantee.
07/03/2023 – 07/06/2023: Original return corrections: Reopen fee of $75.00 + payroll processing applies to any 2nd quarter check date (Tax to bill Reopen fee). Please note: 07/06/2023 is the last day to process original return corrections for the 2nd quarter. This is also the last day Tax will accept any credits or any other adjustments to be applied towards an original return. You must complete any correction processing by end of business.
07/04/2023: Holiday observed; Independence Day (4th of July). Office closed.
07/07/2023: Amended returns @ $75.00 to reopen, $150.00 each return.
07/08/2023: Client packages will begin to upload to client payroll accounts. Please note additional reconciliation work may delay the upload of your client’s package.
07/10/2023: Client quarterly tax packages will start to ship.
07/13/2023: Client quarterly tax packages shipping completed.
07/13/2023: Variance collection/refund date.
07/31/2023: Amendments for any prior periods will resume.
Requesting Corrections Guidelines
On or before 07/06/2023 (Original Returns)
- Has Tax closed (Is there a finalized Recon payroll) the client for 2nd quarter?
- Yes: Immediately request to open the client via Teams/Tax Request
- No: Okay to proceed.
- After Tax confirms OK to proceed, process corrections for client.
- When done, create ticket with a Recap & Funding report to Tax so that client can be re-processed.
- Confirm billing with client for reopen fee and correction payroll charges. Add cost to ticket. Tax will coordinate re-processing of quarterly returns and billing.
On or after 07/07/2023 (Amended Returns Only)
- Request Tax to reopen the client for 2nd quarter via Teams/Tax Request
- After Tax confirms client is open, process corrections for client.
- Late Tax Payments – If the corrections result in late tax payments and its client error, inform the client to provide an email to you that they are taking full responsibility for any penalties and interest.
- When done, update ticket with a Recap & Funding report to Tax that client can be added to the amendment list. Please provide some detail on what happened – this is good to know as most agencies require an explanation to accompany the amended returns.
- Tax will not prepare any amendments until after quarter end is processed, generally in order of receipt.
- Once amendments are complete, Tax will upload the client packages to their payroll account.
- Confirm billing with client for reopen fee, correction payroll & return charges. Add to ticket; Tax will bill.
If you have any questions – email Tax for clarification.
Important Dates – 1st Quarter 2023
03/24/2023: Amendment requests received will be reviewed on a case-by-case scenario and added to our project list. Please see Amendments widget in Team Support for assigned due dates. Please see your manager regarding any urgent requests. Amendment processing will resume 05/01/2023.
03/22/2023: Tax will begin reconciling clients. Please note: if you need to process a payroll correction, please complete the correction the same day. If you are not able to do same day, please make sure you have added the payroll to the client.
03/29/2023: No additional payroll processing fee applies to payrolls processed with a 1st quarter check date.
03/30/2023: Next Day payroll processing fee applies to all payrolls processed with a 1st quarter check date.
03/31/2023: This is the last date a tax jurisdiction not enrolled in the tax service can be added for filing of 1st quarter returns. Or the clients last check date of the quarter; whichever comes first. This means if a client provides missing tax jurisdiction information after the cutoff, we will attempt to file the return(s) on time, however, it is not a guarantee.
04/03/2023 – 04/05/2023: Original return corrections: Reopen fee of $75.00 + payroll processing applies to any 1st quarter check date (Tax to bill Reopen fee). Please note: 04/05/2023 is the last day to process original return corrections for the 1st quarter. This is also the last day Tax will accept any credits or any other adjustments to be applied towards an original return. You must complete any correction processing by end of business.
04/06/2023: Amended returns @ $75.00 to reopen, $150.00 each return.
04/06/2023: Client packages will begin to upload to client payroll accounts. Please note additional reconciliation work may delay the upload of your client’s package.
04/06/2023: Client quarterly tax packages will start to ship.
04/11/2023: Client quarterly tax packages shipping completed.
04/13/2023: Variance collection/refund date.
05/01/2023: Amendments for any prior periods will resume.
Requesting Corrections Guidelines
On or before 04/05/2023 (Original Returns)
- Has Tax closed (Is there a finalized Recon payroll) the client for 1st quarter?
- Yes: Immediately request to open the client via Teams/Tax Request
- No: Okay to proceed.
- After Tax confirms OK to proceed, process corrections for client.
- When done; create ticket with a Recap & Funding report to Tax so that client can be re-processed.
- Confirm billing with client for reopen fee and correction payroll charges. Add cost to ticket. Tax will coordinate re-processing of quarterly returns and billing.
On or after 04/06/2023 (Amended Returns Only)
- Request Tax to reopen the client for 1st quarter via Teams/Tax Request
- After Tax confirms client is open, process corrections for client.
- Late Tax Payments – If the corrections result in late tax payments and its client error, inform the client to provide an email to you that they are taking full responsibility for any penalties and interest.
- When done; update ticket with a Recap & Funding report to Tax that client can be added to the amendment list. Please provide some detail on what happened – this is good to know as most agencies require an explanation to accompany the amended returns.
- Tax will not prepare any amendments until after quarter end is processed, generally in order of receipt.
- Once amendments are complete; Tax will upload the client packages to their payroll account.
- Confirm billing with client for reopen fee, correction payroll & return charges. Add to ticket; Tax will bill.
If you have any questions – email Tax for clarification.